Plan5500

Sag Harbor, NY Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sag Harbor, NY has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $12,209,314 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Sag Harbor

  • 5 loaded plans hold $12.2M in reported assets across 5 sponsors.
  • The largest, Sag Harbor Industries, Inc. 401(K) Plan, holds 39% of reported Sag Harbor plan assets.
  • Plans cover 161 participants — about 32 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.3MSummed across loaded plans$11,263,942
Total reported assets$12.2M$12,209,314
Total reported participants161
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.2M total assets
Net assets$11.3MLiabilities$0
Contributions & income
Employer contributions$215.6K
Participant contributions$285K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$286.5K
Total expenses$290.3K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Sag Harbor, NY plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Sag Harbor market comparison

Largest plan share of assets39%Sag Harbor Industries, Inc. 401(K) Plan
Participants per plan32Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Sag Harbor

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sag Harbor Industries, Inc. 401(K) Plan$4.8M
    Sag Harbor Industries, Inc. · 2023
  2. 2
    Saybrook Capital Corporation Profit Sharing Plan$3.8M
    Saybrook Capital Corporation · 2023
  3. 3
    Coast Acquisition Corporation 401(K) Plan$1.8M
    Coast Acquisition Corporation · 2023
  4. 4
    Edward Burke, Jr. & Associates, LLC 401(K) Profit Sharing Plan$1.8M
    Edward Burke, Jr. & Associates, LLC · 2023
  5. 5
    Oasis Ventures, Inc. Profit Sharing Plan$0
    Oasis Ventures, Inc. · 2023

Largest plans in Sag Harbor → · Sag Harbor plans by participants → · Sag Harbor plans with financial data → · Sag Harbor plans with provider compensation → · $1B+ plans in Sag Harbor →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Sag Harbor, NY?
5 plan(s) reported by 5 sponsor(s) are loaded for Sag Harbor, NY.

Related Form 5500 pages